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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,680 | $158,852+4.9% | $121,220+37.5% | $135,380+23.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.36% | -0.64%-3.7pp | 16.94%-21.3pp | 519.81%-524.2pp |
| Employer contribution / active EE | $25,633 | $5,666+352.4% | $4,023+537.2% | $4,779+436.4% |
| Participant deferral / active EE | $16,333 | $4,006+307.8% | $3,345+388.3% | $5,609+191.2% |
| Admin fee / account holder | $70 | $6,515-98.9% | $5,021-98.6% | $10,828-99.4% |